Protect Your Money and Grow it Faster With This Financial Health Assessment

Uncover your biggest financial threats, opportunities and EXACTLY what to do next to build financial strength and independence

Happy you're here!

Let's start off with a story:

Matt came into my office and slammed his credit card on the desk. “Charge whatever you have to charge for me to work with you.”

He had put off working with us, then got in a serious car accident. He thought his auto insurance had him covered, but the coverage wasn’t what he thought and his “insurance” was actually a ticking time bomb.

Even though the system and America’s wealthiest families—like the Rockefellers—play by different rules. They play a completely different game.

And spoiler alert: The retirement planning accumulation rules say you don’t get to enjoy life along the way. You don’t get to win.

This one-dimensional hype machine leaves people unprepared, unaware of how to create cash flow, and at the mercy of the markets, interest rates, tax hikes, and inflation.

Garrett has been exposing this rigged game for decades.

If you don’t know the rules. If you don’t have the frameworks. If you just trust Wall Street and lock your money away in a government-sponsored qualified plan like an IRA…

Risking your money AND your quality of life.

The fallout cost his family hundreds of thousands of dollars. He would have lost his house and been financially crippled had his family members not helped out.

This was a tragedy that could have been avoided, but Matt didn’t know what he didn't know.

Then there's Brad, a dentist featured in my book Money Unmasked.

Brad was about to sell his dental practice to pay off crippling debts.

Even though the system and America’s wealthiest families—like the Rockefellers—play by different rules. They play a completely different game.

And spoiler alert: The retirement planning accumulation rules say you don’t get to enjoy life along the way. You don’t get to win.

This one-dimensional hype machine leaves people unprepared, unaware of how to create cash flow, and at the mercy of the markets, interest rates, tax hikes, and inflation.

Garrett has been exposing this rigged game for decades.

If you don’t know the rules. If you don’t have the frameworks. If you just trust Wall Street and lock your money away in a government-sponsored qualified plan like an IRA…

Risking your money AND your quality of life.

Even though the system and America’s wealthiest families—like the Rockefellers—play by different rules. They play a completely different game.

And spoiler alert: The retirement planning accumulation rules say you don’t get to enjoy life along the way. You don’t get to win.

This one-dimensional hype machine leaves people unprepared, unaware of how to create cash flow, and at the mercy of the markets, interest rates, tax hikes, and inflation.

Garrett has been exposing this rigged game for decades.

If you don’t know the rules. If you don’t have the frameworks. If you just trust Wall Street and lock your money away in a government-sponsored qualified plan like an IRA…

Risking your money AND your quality of life.

His plan was to cut expenses and live in a one-bedroom apartment with what little money he'd have left.

Instead, we got clear on his situation and spotted opportunities he hadn't seen.

Rather than shutting his practice, he doubled-down on value-creation, turned the practice around and bought 8 more practices.

Now he wouldn't retire if you paid him—literally. He rejected a nice buyout offer to continue working and doing what he loves, something he almost gave up.

Both of these entrepreneurs needed a financial health assessment. A point-by-point check-up of their financial situation. This was the key to uncovering their blind spots, discovering where they were set and where they were not. The areas where they were primed for opportunity, and where they were on the verge of disaster.

You’d think a financial advisor could guide you through this, but…

When I was a financial advisor, I didn't know any of this.

Most financial advisors don't. And it's not completely their fault, they get paid to help you invest, not to be a financial advocate.

It was 25 years ago when I realized my job was more salesman than advisor. I threw my hands up and quit on the spot.

This started my journey to discovering what the wealthy really do to protect and grow their wealth.

I spent more on learning how the wealthy manage their money than I did on all four years of college! It got me mentorship and into closed-door meetings, conferences, trainings and more.

I Even Shadowed A Financial Advisor To

The Ultra-Wealthy... And He HATED Me (Initially)

His wife took pity on me, a young kid hustling to learn these financial "secrets."

"Let him watch you work," she told her husband, who reluctantly agreed.

I promised I'd sit in the back and be quiet, but couldn't help myself. I kept interrupting with questions until he shouted "WHAT IS IT!" as soon as I opened my mouth.

But I was dripping with determination.

And 25 years later, that same wealthy advisor now licenses my content and hands out MY books to his clients.

Over that time, I've learned every building block for constructing a solid foundation for financial independence.

These building blocks are critically important for successful business owners.

Because once you meet a certain threshold, what's needed to protect and grow your wealth changes drastically.

But no one is paid to tell you this, including me, and that's OK. I just want to share what I've learned with you.

So I put each critical building block into a single financial checklist.

It's a Free Financial Health Assessment

to Identify (and Fix) Your Financial Blindspots

This checklist will show you where your finances are strong and where they're vulnerable.

Where your biggest opportunities are... and where your biggest threats are too.

Some findings will be urgent and you'll want to address them right away. Others you can plan for in the future.

The Financial Health Assessment is completely free, we just ask a few questions to see how we can best deliver value:

Get Your Complimentary Financial Health Assessment Now!

Just answer these questions below:

You don’t have to figure this out on your own.

Trying to navigate your finances in isolation only delays progress and deepens uncertainty. You deserve clarity — not guesswork.

So instead of wondering if you're missing something (or quietly carrying the stress of doing it all alone), take the next step. Request your free Financial Health Assessment above, and let’s uncover what’s working, what’s not, and what’s possible.

In prosperity,

Garrett Gunderson